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FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

53 hedge funds and large institutions have $239M invested in First Trust Intermediate Duration Preferred & Income Fund in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

4% more funds holding

Funds holding: 51 → 53 (+2)

0.3% less ownership

Funds ownership: 15.8% → 15.5% (-0.3%)

3% less capital invested

Capital invested by funds: $246M → $239M (-$7.18M)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
22
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$4.25M
2
Bank of America
Bank of America
North Carolina
+$2.46M
3
PPA
Parametric Portfolio Associates
Washington
+$2.42M
4
TFMS
Trust & Fiduciary Management Services
Massachusetts
+$2.18M
5
CS
Comerica Securities
Michigan
+$1.87M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$15M
2
Morgan Stanley
Morgan Stanley
New York
-$3.54M
3
Invesco
Invesco
Georgia
-$2.36M
4
GC
Guggenheim Capital
Illinois
-$2.15M
5
FIMG
Financial & Investment Management Group
Michigan
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
51
American International Group
New York
$10.3K – – –
NFG
52
Next Financial Group
Texas
$5K -$14.8K -662 -72%
MA
53
MUFG Americas
New York
$3K +$2.6K +116 New
KIM
54
Karpus Investment Management
New York
– -$15M -660,315 Closed
FIMG
55
Financial & Investment Management Group
Michigan
– -$1.81M -79,869 Closed
SFS
56
Shaker Financial Services
Virginia
– -$284K -12,514 Closed
HighTower Advisors
57
HighTower Advisors
Illinois
– -$211K -9,300 Closed
US Bancorp
58
US Bancorp
Minnesota
– -$12K -550 Closed
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
– -$3K -153 Closed
1 2
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